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Mining Services
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 19, 2026 |
Forager Australian Shares Fund Steve Johnson
|
View | AI, Quality, Small Caps, Travel, Mining Services | ARX.AX, BVS.AX, CAT.AX, CCL.AX, CRH, EML.AX, FISV, FIX, IEL.AX, INCH.L, INGA.AS, LNR.TO, MAH.AX, NUTX, NXT, NZX.NZ, OFX.AX, PLT.AX, PPS.AX, WISE.L, ZEG.L | Australia, dispersion, Mining, Quality, small caps, technology, Tourism, value |
| 2025 Q4 | Jan 5, 2026 |
Sandon Capital Gabriel Radzyminski
|
View | Media, Energy Transition, Mining Services | BCI.AX, COG.AX, CYG.AX, FWD.AX, MFG.AX, QPM.AX, SWM.AX, SXL.AX | Activist, Australia, energy, Media, Mining, small caps |
| 2025 Q4 | Dec 31, 2025 |
1851 Emerging Companies Fund Chris Stott
|
View | Gold, Mining Services | ABB.AX, CKF.AX, COB.AX, COG.AX, FLT.AX, IRE.AX, MAF.AX, MAH.AX, PFP.AX | Australia, gold, industrials, Resources, small caps, value |